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iShares Russell 1000 Value ETF

1,739 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.8M
Puts
$1.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1401
Crews Bank & Trust
Florida
$258K
PA
1402
Persium Advisors
Georgia
$258K
ONST
1403
Old North State Trust
North Carolina
$258K
SWM
1404
SK Wealth Management
Rhode Island
$258K
PP
1405
PDS Planning
Ohio
$257K
FWIA
1406
Fort Washington Investment Advisors
Ohio
$257K
LAM
1407
Lyrical Asset Management
New York
$256K
GD
1408
Grandfield & Dodd
New York
$256K
Koshinski Asset Management
1409
Koshinski Asset Management
Illinois
$255K
ACI
1410
Alpha Cubed Investments
California
$254K
PIM
1411
Penobscot Investment Management
Massachusetts
$253K
FFP
1412
FourThought Financial Partners
Florida
$253K
ERIC
1413
Eagle Rock Investment Company
Georgia
$252K
BST
1414
Bath Savings Trust
Maine
$252K
PMWMG
1415
Parr McKnight Wealth Management Group
Minnesota
$252K
WAG
1416
Windsor Advisory Group
Ohio
$252K
AP
1417
Atwood & Palmer
Missouri
$251K
MWA
1418
Muirfield Wealth Advisors
North Carolina
$251K
PC
1419
Pecaut & Co
Iowa
$251K
BPFA
1420
Barnes Pettey Financial Advisors
Mississippi
$249K
LBC
1421
Leigh Baldwin & Co
New York
$249K
AWAP
1422
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$248K
GWM
1423
Greenhouse Wealth Management
Connecticut
$248K
CC
1424
Commons Capital
Massachusetts
$246K
HWMC
1425
Heritage Wealth Management (California)
California
$246K